Document Library
| Document Name | Date Added |
|---|---|
| "Passing Ships......" Speaker: Shaheen I. Imami -- 2/25/216 | 2016-02-29 |
| Elder Care: Current Marketplace, Trends & Future Demogoraphics | 2016-02-04 |
| "Discounts, Discounts, Discounts!" Speaker: Lance Hall, ASA, FMV Opinions, Dallas, Texas | 2016-01-08 |
| Attachment #1 to Discounts, Discounts, Discounts!" | 2016-01-08 |
| Attachment #2 to "Discounts, Discounts, Discounts!" | 2016-01-08 |
| "Estate Planning in the Era of Portability & High Exclusion Amounts." Speaker: Douglas Mielock | 2016-01-08 |
| Long Term Care Planning. Speaker: Ashlee Gould, Nationwide | 2015-04-24 |
| Alternative Estate Planning Strategies Utilizing Life Insurance. Speaker: Jim Aubry, John Hancock Br | 2015-04-24 |
| Affordable Care Act--Understanding Employer Responsibility Rules. Speaker: Norbert Kugele, Warner No | 2015-04-24 |
|
Impact Investing - Heidi Reijm, Ph.D.
9-26-19 Impact Investing.pptx (2917K)
|
2019-10-03 |
| Membership Application Form | 2015-09-18 |
| 1/24/19 - Financial Exploitation of Vulnerable Adults: J. Dee Brooks, Charles Schwedler, Paul McDona | 2019-09-05 |
| Social Media in the Marketing Mix. Speaker: Kristina Marsh, Marketing Flexibility | 2015-04-24 |
| 2/28/19 - Acting as a Trustee: Boone or Burden? Speaker: Attorney Joseph P. Buttiglieri | 2019-09-05 |
|
ESTATE TAX OVERVIEW -- Emphasis on Generation Skipping Transfers. Speaker: Michael Behan, Attorney
Generation Skipping Tax.pdf (621K)
|
2015-04-24 |
| 2/22/18 - Advance Care Planning in the Real World - Speakers: Ashley Hunt; Dr. Sean Kesterson | 2019-09-05 |
| 4/25/19 - Understanding Social Security - Speaker: Kit Mac Nee, CFP, CRPC, AEP | 2019-09-05 |
| 1/25/18 - Best Practices for Retirement Income Planning | 2019-09-05 |
| "Leveraging Wealth Transfer: From Simple to Sublime" Speaker: Joseph Falanga, CPA, AEP, TEP - New Y | 2017-10-02 |
| Understanding Social Security to Better Assist Your Clients: Speaker: Dale Truemner, Social Securit | 2016-04-30 |
